Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
A-Z BUS SALES, INC.
EIN 33-0065644transportation/trucking/railroadLatest filing 2025
Plans
4
Retirement
3
$59.3M assets
Welfare
1
$1.5M premiums
Participants
659
1900 S RIVERSIDE AVENUE - COLTON, CA 92324951-781-7188a-zbus.comLinkedIn51-200 employeestransportation/trucking/railroad
Retirement portfolio analytics
3 plans aggregated / $59.3M assets / 475 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
87%top
- TRANSITION FINANCE STRATEGIES, LLC87%
- (Not disclosed)13%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 183 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$218K
- Vision$218K
- Life$218K
- Long-term disability$218K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
50%top
- AETNA LIFE INSURANCE COMPANY50%
- KAISER FOUNDATION HEALTH PLAN INC36%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Broker market share
Schedule A broker compensation
83%top
- ALKEME INSURANCE SERVICES INC83%
- ALLIANT INSURANCE SERVICES, INC.17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
A-Z BUS SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$51.4M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
A-Z BUS SALES, INC. EVEN 401(K) PLAN
401k
Assets$4.9M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
A-Z BUS SALES, INC. ODD 401(K) PLAN
401k
Assets$3.0M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
A-Z BUS SALES, INC. WELFARE BENEFITS PLAN
Fully Insured - AETNA HEALTH, INC.
Premiums$1.5M
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | A-Z BUS SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $51.4M | 257 | 2024 | |
| 004 | A-Z BUS SALES, INC. EVEN 401(K) PLAN | 401k | $4.9M | 119 | 2025 | |
| 001 | A-Z BUS SALES, INC. ODD 401(K) PLAN | 401k | $3.0M | 99 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | A-Z BUS SALES, INC. WELFARE BENEFITS PLAN | Fully Insured | AETNA HEALTH, INC. | $1.5M | 183 | 2025 |
Retirement plans
Welfare plans